Client Updates

Wealth Themes

January 19, 2023 - __Marketing HQ

Wealth Themes provides timely articles on a variety of wealth planning topics. This month, in recognition and celebration of International Women’s Day on March 8, 2023, we feature planning strategy articles and podcasts focused on supporting women.

Financial Resolutions for 2023

January 18, 2023 - __Marketing HQ

Financial Resolutions for 2023

Contribution Reminder For Your RRSP, TFSA and RESP Accounts


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Understanding the Silicon Valley Bank Failure

Mar 14, 2023 02:30 PM Eastern Daylight Time - Mar 14, 2023 03:30 PM Eastern Daylight Time

In the wake of Friday’s collapse of Silicon Valley Bank, please join BMO’s equity research financials team for a conversation with former FDIC Chair Sheila Bair. In this roundtable discussion we’ll discuss the fallout and what we can expect going forward.


Featured Speakers:

  • James Fotheringham, U.S. Financial Services Analyst, BMO Capital Markets

  • Sohrab Movahedi, Banks Analyst, BMO Capital Markets

  • Sheila Bair, former Chair, FDIC


2023 Year Ahead Outlook

Jan 11, 2023 04:00 PM Eastern Standard Time - Jan 31, 2023 04:00 PM Eastern Standard Time

January 11, 18, and 31 | 4:00 p.m. ET

Join us for a virtual year ahead outlook series throughout the month of January to hear our experts share their insights on recent market events, economic news, and their expectations for 2023.

Series Schedule
  • January 11 @ 4:00 p.m. ET – Brian Belski, Chief Investment Strategist, BMO Capital Markets
  • January 18 @ 4:00 p.m. ET – Brent Joyce, Chief Investment Strategist, BMO Private Investment Counsel
  • January 31 @ 4:00 p.m. ET – Doug Porter, Chief Economist and Managing Director, BMO Financial Group


BMO Nesbitt Burns
Investment advisory services, portfolio management, stock quote and account access


BMO Bank Of Montreal
BMO Bank of Montreal Information on banking & financial services, mortgages, loans, online services and branch location.


Canada Revenue Agency
Get help to complete your personal income taxes.


Tracks the performance of all Canadian mutual funds


Economic Research
Provides analysis and forecasts of the global economy and financial market


The Globe and Mail's timely investment coverage


Product Allocation
This website seeks to help investors understand how they can help mitigate retirement risks by incorporating a Product Allocation strategy into their retirement plan.


Talk with our kids about money
It's time to talk! Ideas, activities, articles, links, and more to help you teach your kids about money.